There are 2 emerging players in the credit niche, which are about to warn the leading position of @maplefinance.
- @centrifuge with a 58.1% gain; flagship product JAAA also ranks top 1 in credit net flow.
- @HastraFi with a 26.9% gain, with flagship product PRIME.
To become outstanding credit assets like syrupUSDC, other issuers need to put their products into more CeDeFi platforms, including top exchanges.
In that way, the position is strengthened not only by value but also by wide integration.
My first reaction: waitโฆ seriously?
Michael Saylor, the face of โHODL foreverโ, just approved a Bitcoin sale. That headline alone was enough to shake the timeline.
What happened:
- MicroStrategy sold 32 BTC, around 2.5m USD, to pay dividends. Itโs only 0.0038% of their 843,000+ BTC, but the message hits harder than the size.
- The team now prioritizes flexibility. If selling supports shareholders and strengthens the balance sheet, they move.
It stings a bit.
But at the same time, this might be an intentional move toward active strategy to protect a 60b USD empire.